Position in OBDC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$150,506
New position
Shares Held
13,846
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#320
of 425 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026High Note Wealth, LLC holds $696,071 across 17 Asset Management names. OBDC ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
6,533 | $154,897 | |
| 2 | OBDC |
Blue Owl Capital Corp
This page
|
13,846 | $150,506 | |
| 3 | BX |
Blackstone Inc.
|
781 | $91,900 | |
| 4 | BLK |
BlackRock, Inc.
|
92 | $88,463 | |
| 5 | AMP |
Ameriprise Financial Inc
|
156 | $71,566 | |
| 6 | VGM |
Invesco Trust for Investment Grade Municipals
|
2,464 | $26,118 | |
| 7 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
2,086 | $24,197 | |
| 8 | ARCC |
Ares Capital Corp
|
1,106 | $20,494 |
All Filings in OBDC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,506 | 13,846 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||